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Can We Put Retirement First – And STILL Help With College?

Sparing a loved one from college debt at the expense of your own future is a failing strategy. Here’s a better approach. As parents and grandparents, we want our offspring to have it easier than we did growing up. So it’s only natural to want to lessen their financial burden when it comes to college. And while you’ve likely heard the advice from mo...Read More

Downsizing: What to Save – What to Keep – and What Your Kids Don’t Want!

When you’re downsizing your home, it can suddenly seem like the things you own are a burden. You can’t take all your furniture with you, and some of the smaller items need to go, as well. After you’ve cleared out the clutter, made donations to charity and let your kids take away what they want, what’s next?

Great Books on Dementia – For Those of Us Concerned about Aging Loved Ones

There’s a common misconception that people with dementia can’t maintain meaningful relationships. But 80 percent of people with dementia can effectively communicate, and approximately one-third of them can make important decisions, one study found. The best books on dementia break down barriers and provide helpful strategies to make those types of ...Read More

9 Tips for Successful Volunteering During Covid-19 – and Beyond

Masks. Lockdown. Quarantine. Those are a few of the words that sum up life during the COVID-19 pandemic. However, if you look deeper you’ll also find: Togetherness. Opportunity. Volunteering. The needs of nonprofits and charities for volunteer assistance have continued unabated during the pandemic, and for many have increased exponentially. Alicia ...Read More

6 regrets you don’t want to have as you get older

Wouldn’t that be amazing if we could live a life without absolutely any regrets? The best we can do in life though is try not to do things we will inevitably regret later. Here are 6 regrets you do NOT want to have in your life.

How Successful Aging is More Than Just Retirement

As we age, there’s a stigma about whether we’re doing it all the right way. Successful aging is a concept that’s been around since the 1950s but only became popular in the 1990s with the book, Successful Aging.

Why You Should Start Planning Your Retirement NOW!

Real talk, everyone – things are pretty nuts out there right now. You know the old curse “may you live in interesting times?” Well, times can’t get much more interesting than living through a global pandemic! Right now may seem like the worst time to start planning for major life-changing events like your retirement. Yet you’d be surprised that, ev...Read More

COVID-19 Will Change How We Age, Where We Age And How We Pay For It **

It’s hard to come up with an aspect of life unchanged by the coronavirus. Socializing is limited, work from home is encouraged, and traveling has been curtailed along with dining, working out at gyms and many other hobbies. When can I get a vaccine? Is it safe? What are the side effects? Get this info & more in your inbox each week. Sign ...Read More

Amazon is Forever!

1994 was a hallmark year. Stephen Spielberg won his first directing Oscar for Schindler’s List. Friends aired for the first of ten seasons. Baseball went on strike. Nothing compared to the bald computer guy from Wall Street who quit his job and launched Amazon from his garage. The world would never be the same. “Help,” Fern called me from Californi...Read More

Your Retirement Income – 5 Factors To Know

  Financial decisions may impact your income and taxes at certain retirement milestones. A key milestone is the window between your retirement date and the year you begin taking required minimum distributions (RMDs). Strategic planning for this window may extend your retirement dollars, so continued support from your financial advisor is essen...Read More

To Work? or Not To Work….. Some Reasons To Think It Through

Why would anyone choose to keep a job when they could retire (or go back to work when they could stay retired)?  After all, “tradition” has it that most workers eagerly await retirement. We tend to think of it as our ultimate reward for decades of effort and hard work. But sometimes, the reality of retirement living doesn’t match ...Read More

5 Common Retirement Myths That Need Dispelling

Here are some insights to help dispel five persistent myths about retirement. Myth #1: I don’t need to revisit my withdrawal rate Planning how you will create a retirement income stream can be challenging. Historically, a rule of thumb has been that a properly diversified portfolio can last 30 years given withdrawals of 4% or less and increased ann...Read More

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